Choose the plan that matches your trading intensity. Upgrade or cancel anytime.
| Feature | Free | Starter | Pro | Institutional |
|---|---|---|---|---|
| Stocks accessible | All 5,000+ | All 5,000+ | All 5,000+ | All 5,000+ |
| ETFs accessible | All 4,900+ | All 4,900+ | All 4,900+ | All 4,900+ |
| Stock Universe table | — | ✓ | ✓ | ✓ |
| Network Graph (16K+ links) | — | — | — | ✓ |
| Strong conviction picks | — | ✓ | ✓ | ✓ |
| Signal scanner | Basic | Full + filters | Full + filters | Full + filters |
| Fundamental analysis | — | ✓ | ✓ | ✓ + ratios |
| QL Intelligence company chat | Trial (50 credits) | ✓ | ✓ | ✓ |
| Chart drawing tools + indicator browser | — | — | ✓ | ✓ |
| Deep-dive financial analysis | — | ✓ | ✓ | ✓ + ratios |
| Watchlists | 1 (5 tickers) | 5 (50 each) | Unlimited | Unlimited + shared |
| Research & ratings | — | Basic | Full | Full + AI agents |
| Options flow | — | — | ✓ | ✓ |
| Financial statements | — | Quarterly | Q + Annual | Full + ratios |
| Sector analysis | — | — | ✓ | ✓ |
| Performance rankings | — | — | ✓ | ✓ |
| News sentiment | Headlines | ✓ | ✓ | ✓ + alerts |
| Live price updates | — | 60s | 30s | 15s |
| Theme baskets (487 themes, AI-built) | 5/mo | 25/mo | 100/mo | All themes |
| Watched baskets (🔔 push alerts) | 3 | 10 | 50 | 200 |
| CSV export | — | — | ✓ | ✓ + API |
| AI credits/mo (shared across Research, Portfolio chat, QL Intelligence · plan credits reset monthly; purchased credits roll over) | 50 | 500 | 1,000 | 2,000 |
| QL Intelligence AI engine (auto-routed by task & prompt difficulty) | Adaptive | Adaptive | Adaptive + ⚡ Pro reasoning | Adaptive + ⚡ Pro reasoning |
| Refill packs $20 / $50 / $100 | — | 200K / 500K / 1M | 250K / 625K / 1.25M | 333K / 833K / 1.67M |
| Telegram bot signal lookups (price, market & news commands are unmetered) | 5/mo | 50/mo | 500/mo | Unlimited |
| Day & Swing signals (Telegram + Discord) | — | — | 300/mo each | Unlimited |
| QL Simulator (what-if A/B lab — regime-switching Monte Carlo, crisis replays, confidence-tagged; page + API + MCP) | — | — | — | ✓ |
| QL Private Marks (model-marked private valuations — last round + daily secondary prints + public comps blended into one current mark, confidence-graded; interactive map + API) | — | — | — | ✓ |
| Index Reconstitution Radar (S&P 500 add/delete forecaster — cluster map, seasoning clock, deletion watch, forced passive bid) | — | — | — | ✓ |
| Prove the Remedy (Health Check recommendations simulated — your book vs the remedied book, paired Monte Carlo, execution cost netted out) | — | — | ✓ | ✓ |
| Custom indicators (AI-authored) | — | 20 composes/mo | 50 composes/mo | Unlimited |
| Sector heatmap | ✓ | ✓ | ✓ | ✓ |
| Macro sentiment score | ✓ | ✓ | ✓ | ✓ |
| Pattern intelligence (backtesting) | — | Basic | ✓ | ✓ + history |
| AI Portfolio Tracker | — | — | ✓ (300 analyses/mo) | ✓ (1,500 analyses/mo) |
| Brokerage auto-link (Plaid) | — | 1 account | 5 accounts | Unlimited |
| Portfolio vs S&P 500 chart | — | — | ✓ | ✓ |
| Portfolio stress test | — | — | ✓ | ✓ |
| Copy trading (baskets & strategies) | — | ✓ | ✓ | ✓ |
| Daily signal alerts (Telegram) | — | — | ✓ | 3x/day |
| Alert capacity (combined cap) | 3 price | 15 price | 75 (price + 8 custom) | 300 (price + 8 custom) |
| Basic price alerts (push + email) | ✓ | ✓ | ✓ | ✓ |
| Custom alerts (news / signal / volume / filings / insider / 13F / sector) | — | — | ✓ 8 kinds | ✓ 8 kinds |
| Email signal change alerts | — | — | ✓ | ✓ |
| iOS & Android push (mobile app) | ✓ | ✓ | ✓ | ✓ |
| AI agent analysis | — | — | — | 5 domains |
| QL Investment Committee (sourced debate, IC packet, decision monitoring) | — | — | ✓ | ✓ |
| Custom Screener (saved presets) | — | ✓ 20 presets | ✓ 20 presets | ✓ 20 presets |
| What-If Backtester | — | ✓ | ✓ | ✓ |
| Trade Journaling | — | — | ✓ | ✓ |
| CRM — Contacts & Outreach (pipelines, tasks, templates, sequences, Outbox approval, CSV import/export) | — | ✓ | ✓ | ✓ |
| CRM Plays (market-driven automations — signal flips, earnings ahead, Form D watch; re-checked every 2h, drafts land in your Outbox for approval) | — | 5 plays | 10 plays | 20 plays |
| Private Companies (SV unicorns) | — | — | ✓ 30+ companies | ✓ 30+ companies |
| IPO Center live tracker (live QL signal per IPO, debut grading, flow events, ⭐ track for alerts) | — | ✓ | ✓ | ✓ |
| Catalyst Radar (live event intelligence ranked to portfolio exposure) | 7-day preview | 21-day + relevance & checklist | 60-day + scenarios & Decision Stream | Pro + shared watchlist & 300-alert capacity |
| Pre-IPO Pro dashboard (valuations, funding rounds, IPO pipeline, AI DD reports) | — | — | ✓ | ✓ |
| Fund tools suite (Syndicate Graph, Secondaries Desk, LBO Screener, 13F Crowding Monitor, Catalyst Calendar with .ics, Pair & Hedge Builder, LP Tearsheet, Fund Portfolio Monitor) | — | — | ✓ | ✓ |
| Public API & MCP server (Claude, Cursor, Claude Code) | ✓ | ✓ | ✓ | ✓ |
| ql_ API key endpoints | Signal + news | Signal + news | + Screener, batch signals, private companies, 13F, model card | + Day & swing signals, microstructure, earnings setup |
| QL Brief (personalized morning digest) | — | — | ✓ | ✓ |
| QL Daily (free digest email) | ✓ | ✓ | ✓ | ✓ |
| Smart Money tracker | — | ✓ | ✓ | ✓ |
| Institutional 13F browser | — | — | ✓ | ✓ |
| Founder Match (rank 300+ VC/PE/CVC/sovereign funds to your raise, capital intel, intro-ready partners, shortlist + CSV export, CRM/Bridge handoff) | — | — | ✓ | ✓ |
| Advisor Console + Client Review Report (private per-client workspaces, white-label print-to-PDF portfolio review with QL Engine proof footer) | — | — | ✓ | ✓ |
| API / MCP rate limit | 100/mo · 5 req/min | 1K/mo · 20 req/min | 10K/mo · 60 req/min | Unlimited · 300 req/min |
| Support | Community | Priority | Dedicated |